Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE SMALL CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-28- 0.08% |
$1.58K - $1.74K
|
33K
$1.98M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-30- 0.79% |
$1.7K - $1.87K
|
3.79K
$228K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 2.62% |
$1.81K - $1.99K
|
1.19K
$71.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-38- 1.46% |
$2.15K - $2.36K
|
2.57K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-40- 0.86% |
$2.26K - $2.49K
|
4.6K
$277K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-43- 56.58% |
$2.43K - $2.68K
|
33
$1.98K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-45- 0.39% |
$2.54K - $2.8K
|
11.6K
$695K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-51- 0.59% |
$2.88K - $3.17K
|
8.59K
$516K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-52- 21.67% |
$2.94K - $3.24K
|
188
$11.3K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-56- 0.03% |
$3.17K - $3.48K
|
201K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-57- 0.39% |
$3.22K - $3.55K
|
14.5K
$871K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-60- 0.37% |
$3.39K - $3.73K
|
16.3K
$980K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-64- 0.95% |
$3.62K - $3.98K
|
6.7K
$403K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-66- 1.21% |
$3.73K - $4.11K
|
5.4K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-70- 0.07% |
$3.96K - $4.36K
|
98.1K
$5.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-72- 1.37% |
$4.07K - $4.48K
|
5.17K
$311K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 0.98% |
$4.18K - $4.6K
|
7.47K
$449K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-75- 0.46% |
$4.24K - $4.67K
|
16.3K
$980K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-77- 0.58% |
$4.35K - $4.79K
|
13.2K
$794K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-79- 21.58% |
$4.47K - $4.92K
|
287
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-84- 3.95% |
$4.75K - $5.23K
|
2.04K
$123K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-88- 4.7% |
$4.97K - $5.48K
|
1.79K
$107K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-93- 0.08% |
$5.26K - $5.79K
|
120K
$7.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-96- 2.65% |
$5.43K - $5.97K
|
3.53K
$212K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-101- 1.07% |
$5.71K - $6.28K
|
9.3K
$559K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-105- 0.93% |
$5.94K - $6.53K
|
11.2K
$671K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-113- 0.7% |
$6.39K - $7.03K
|
16K
$961K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-115- 3.2% |
$6.5K - $7.16K
|
3.48K
$209K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-118- 0.13% |
$6.67K - $7.34K
|
88.9K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-125- 0.58% |
$7.07K - $7.78K
|
21.5K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-125- 2.26% |
$7.07K - $7.78K
|
5.4K
$325K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-128- 13.45% |
$7.24K - $7.96K
|
824
$49.5K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-143- 0.25% |
$8.08K - $8.9K
|
56.1K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-157- 3.22% |
$8.88K - $9.77K
|
4.73K
$284K
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-166- 0.62% |
$9.38K - $10.3K
|
26.6K
$1.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-169- 16.87% |
$9.55K - $10.5K
|
833
$50.1K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-174- 0.81% |
$9.84K - $10.8K
|
21.3K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-174- 1.55% |
$9.84K - $10.8K
|
11K
$664K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-185- 78.72% |
$10.5K - $11.5K
|
50
$3.01K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-185- 47.56% |
$10.5K - $11.5K
|
204
$12.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-194- 5.13% |
$11K - $12.1K
|
3.59K
$216K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-196- 9.77% |
$11.1K - $12.2K
|
1.81K
$109K
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-200- 1.99% |
$11.3K - $12.4K
|
9.87K
$593K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-203- 2.73% |
$11.5K - $12.6K
|
7.23K
$435K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-213- 0.94% |
$12K - $13.3K
|
22.5K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-213- 5.94% |
$12K - $13.3K
|
3.37K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-215- 0.69% |
$12.2K - $13.4K
|
31K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-216- 0.7% |
$12.2K - $13.4K
|
30.6K
$1.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-221- 1.09% |
$12.5K - $13.8K
|
20K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-221- 1.24% |
$12.5K - $13.8K
|
17.6K
$1.06M
|